Holdings
| JD JD.COM INC-ADR | $1.74B | 9.6% | 57,850,366 | −70,804 | −0.1% | Reduced |
| MSFT MICROSOFT CORP | $1.57B | 8.7% | 13,292,400 | +125,000 | +0.9% | Added |
| META META PLATFORMS INC-CLASS A | $1.47B | 8.1% | 8,838,117 | +3,466,117 | +64.5% | Added |
| FIAT CHRYSLER AUTOMOBILES N | $1.31B | 7.2% | 88,296,757 | +7,251,757 | +8.9% | Added |
| AMZN AMAZON.COM INC | $1.25B | 6.9% | 704,112 | −39,902 | −5.4% | Reduced |
| SPOT SPOTIFY TECHNOLOGY SA | $1.14B | 6.3% | 8,203,235 | −4,601,256 | −35.9% | Reduced |
| APOLLO GLOBAL MGMT LLC | $1.06B | 5.9% | 37,663,500 | — | — | Held |
| TDG TRANSDIGM GROUP INC | $937.9M | 5.2% | 2,066,000 | — | — | Held |
| BABA ALIBABA GROUP HOLDING-SP ADR | $789.9M | 4.4% | 4,329,245 | +214,600 | +5.2% | Added |
| NFLX NETFLIX INC | $752.3M | 4.2% | 2,109,813 | +632,510 | +42.8% | Added |
| BKNG BOOKING HOLDINGS INC | $494.7M | 2.7% | 283,507 | −167,716 | −37.2% | Reduced |
| STNE STONECO LTD-A | $435.7M | 2.4% | 10,597,754 | — | — | Held |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $425.9M | 2.4% | 1,727,100 | −65,000 | −3.6% | Reduced |
| CRM SALESFORCE INC | $362.2M | 2.0% | 2,286,739 | — | — | Held |
| TAL TAL EDUCATION GROUP- ADR | $340.0M | 1.9% | 9,424,023 | −164,220 | −1.7% | Reduced |
| SVMKUSD SVMK INC | $335.9M | 1.9% | 18,446,551 | −12,025,534 | −39.5% | Reduced |
| SE SEA LTD-ADR | $319.8M | 1.8% | 13,598,500 | +1,300,000 | +10.6% | Added |
| DPZ DOMINO'S PIZZA INC | $316.1M | 1.7% | 1,224,850 | −647,350 | −34.6% | Reduced |
| EB4 EVENTBRITE INC-CLASS A | $269.6M | 1.5% | 14,064,271 | −300,000 | −2.1% | Reduced |
| RUN SUNRUN INC | $261.3M | 1.4% | 18,583,400 | +766,201 | +4.3% | Added |
| ZEN1EUR ZENDESK INC | $229.7M | 1.3% | 2,702,000 | −927,719 | −25.6% | Reduced |
| NEW ORIENTAL ED & TECH GRP I | $212.0M | 1.2% | 2,353,600 | — | — | Held |
| MELI MERCADOLIBRE INC | $197.8M | 1.1% | 389,500 | — | — | Held |
| NOW SERVICENOW INC | $197.1M | 1.1% | 799,600 | −304,054 | −27.5% | Reduced |
| ADBE ADOBE INC | $190.3M | 1.1% | 714,000 | −318,400 | −30.8% | Reduced |
| DESP1EUR DESPEGAR.COM CORP | $181.3M | 1.0% | 12,169,985 | −101,975 | −0.8% | Reduced |
| RNG RINGCENTRAL INC-CLASS A | $146.1M | 0.8% | 1,355,266 | +1,355,266 | — | New |
| TWLO TWILIO INC - A | $135.6M | 0.7% | 1,050,000 | +1,050,000 | — | New |
| MA MASTERCARD INC - A | $129.5M | 0.7% | 549,932 | — | — | Held |
| CVNA CARVANA CO | $119.0M | 0.7% | 2,050,000 | +2,050,000 | — | New |
| EGHT 8X8 INC | $95.5M | 0.5% | 4,730,000 | +4,730,000 | — | New |
| TME TENCENT MUSIC ENTERTAINM-ADR | $93.7M | 0.5% | 5,177,517 | — | — | Held |
| ESTC ELASTIC NV | $58.9M | 0.3% | 738,000 | — | — | Held |
| ATLASSIAN CORP PLC | $56.2M | 0.3% | 500,000 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $51.6M | 0.3% | 793,124 | −793,124 | −50.0% | Reduced |
| R6G REDFIN CORP | $37.5M | 0.2% | 1,851,098 | −499,668 | −21.3% | Reduced |
| MDB MONGODB INC | $34.2M | 0.2% | 232,300 | +232,300 | — | New |
| UXIN LTD | $28.2M | 0.2% | 7,430,207 | −11,569,793 | −60.9% | Reduced |
| PIVOTAL SOFTWARE INC | $27.1M | 0.1% | 1,300,000 | — | — | Held |
| PDD PDD HOLDINGS INC | $27.0M | 0.1% | 1,088,000 | — | — | Held |
| BARCLAYS BK PLC | $25.8M | 0.1% | 881,575 | +881,575 | — | New |
| SWCHEUR SWITCH INC - A | $25.5M | 0.1% | 2,470,000 | — | — | Held |
| V VISA INC-CLASS A SHARES | $25.5M | 0.1% | 163,000 | — | — | Held |
| IQ IQIYI INC-ADR | $23.9M | 0.1% | 1,000,000 | — | — | Held |
| P EVERPURE INC-A | $21.8M | 0.1% | 1,000,000 | — | — | Held |
| ZTO ZTO EXPRESS CAYMAN INC-ADR | $18.2M | 0.1% | 994,400 | — | — | Held |
| DOCU DOCUSIGN INC | $15.6M | 0.1% | 300,000 | — | — | Held |
| NETSHOES CAYMAN LTD | $14.8M | 0.1% | 8,865,903 | — | — | Held |
| SHOP SHOPIFY INC - CLASS A | $14.5M | 0.1% | 70,000 | — | — | Held |
| FTCHQ FARFETCH LTD-CLASS A | $13.5M | 0.1% | 500,000 | — | — | Held |
| HUYA HUYA INC-ADR | $10.2M | 0.1% | 362,000 | — | — | Held |
| SMARGBP SMARTSHEET INC-CLASS A | $9.4M | 0.1% | 230,000 | +230,000 | — | New |
| DAY DAYFORCE INC | $8.7M | 0.0% | 170,000 | — | — | Held |
| AVLRUSD AVALARA INC | $5.6M | 0.0% | 100,000 | — | — | Held |
| OKTA OKTA INC | $5.0M | 0.0% | 60,000 | — | — | Held |
| RISE ED CAYMAN LTD | $4.9M | 0.0% | 500,000 | — | — | Held |
| TENB TENABLE HOLDINGS INC | $4.7M | 0.0% | 150,000 | — | — | Held |
| DBX DROPBOX INC-CLASS A | $4.4M | 0.0% | 200,000 | — | — | Held |
| SWIUSD SOLARWINDS CORP | $3.9M | 0.0% | 200,000 | — | — | Held |
| FEYECHF MANDIANT INC | $3.4M | 0.0% | 200,000 | — | — | Held |
| FITEUR FITBIT INC - A | $3.0M | 0.0% | 500,000 | — | — | Held |
| ONESMART INTL ED GROUP LTD | $2.5M | 0.0% | 320,000 | — | — | Held |
| BILI BILIBILI INC-SPONSORED ADR | $1.9M | 0.0% | 100,000 | −1,000,000 | −90.9% | Reduced |
| JCPEUR J.C. PENNEY CO INC | $1.3M | 0.0% | 850,000 | — | — | Held |
| STGUSD SUNLANDS TECHNOLOGY- SP ADR | $1.1M | 0.0% | 300,000 | — | — | Held |
| SOGOEUR SOGOU INC-ADR | $891K | 0.0% | 150,000 | — | — | Held |
| LCEUR HAPPEN INC | $850K | 0.0% | 275,000 | — | — | Held |
| CLDR CLOUDERA INC | $547K | 0.0% | 50,000 | — | — | Held |
| FPI FARMLAND PARTNERS INC | $285K | 0.0% | 44,502 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ADSK AUTODESK INC | 879,000 | $113.0M |
| COUPEUR COUPA SOFTWARE INC | 1,269,181 | $79.8M |
| BARCLAYS BK PLC | 881,575 | $41.3M |
| PUXIN LTD | 404,451 | $2.4M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.